Latest Institutional Sells of Ishares Core S&P U.S Growth Et (IUSG)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S Growth Et (IUSG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-502- 68.39% |
$58.6K - $67K
|
232
$30.6K
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-498- 0.37% |
$58.2K - $66.5K
|
135K
$17.8M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-438- 1.17% |
$51.2K - $58.5K
|
37.1K
$4.89M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 1.44% |
$48.5K - $55.4K
|
28.5K
$3.76M
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-404- 1.18% |
$47.2K - $54K
|
33.8K
$4.45M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-402- 10.99% |
$46.9K - $53.7K
|
3.26K
$429K
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-357- 1.2% |
$41.7K - $47.7K
|
29.4K
$3.87M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-308- 16.78% |
$36K - $41.1K
|
1.53K
$201K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-300- 4.75% |
$35K - $40.1K
|
6.01K
$792K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 14.75% |
$35K - $40.1K
|
1.73K
$229K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 13.07% |
$35K - $40.1K
|
2K
$263K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-300- 5.82% |
$35K - $40.1K
|
4.86K
$640K
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-293- 12.13% |
$34.2K - $39.1K
|
2.12K
$280K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-277- 3.12% |
$32.4K - $37K
|
8.59K
$1.13M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-242- 0.2% |
$28.3K - $32.3K
|
119K
$15.6M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-235- 8.06% |
$27.4K - $31.4K
|
2.68K
$353K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 2.14% |
$26.9K - $30.7K
|
10.5K
$1.39M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-223- 4.6% |
$26K - $29.8K
|
4.63K
$610K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-193- 2.28% |
$22.5K - $25.8K
|
8.28K
$1.09M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-191- 4.96% |
$22.3K - $25.5K
|
3.66K
$482K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-173- 3.39% |
$20.2K - $23.1K
|
4.94K
$651K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-162- 7.59% |
$18.9K - $21.6K
|
1.97K
$260K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-149- 8.69% |
$17.4K - $19.9K
|
1.57K
$206K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-149- 1.12% |
$17.4K - $19.9K
|
13.2K
$1.73M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-137- 0.73% |
$16K - $18.3K
|
18.7K
$2.47M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-133- 6.14% |
$15.5K - $17.8K
|
2.03K
$268K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-132- 5.79% |
$15.4K - $17.6K
|
2.15K
$283K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-128- 21.37% |
$14.9K - $17.1K
|
471
$62.1K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-125- 32.05% |
$14.6K - $16.7K
|
265
$34.9K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-121- 1.25% |
$14.1K - $16.2K
|
9.59K
$1.26M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-113- 40.36% |
$13.2K - $15.1K
|
167
$22K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-112- 4.28% |
$13.1K - $15K
|
2.5K
$330K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-95- 2.71% |
$11.1K - $12.7K
|
3.42K
$450K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-87- 3.59% |
$10.2K - $11.6K
|
2.34K
$308K
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-77- 0.99% |
$8.99K - $10.3K
|
7.67K
$1.01M
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-77- 12.36% |
$8.99K - $10.3K
|
546
$72K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-75- 2.68% |
$8.76K - $10K
|
2.72K
$359K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-72- 0.02% |
$8.41K - $9.61K
|
332K
$43.7M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-70- 0.53% |
$8.18K - $9.35K
|
13.2K
$1.75M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-68- 0.85% |
$7.94K - $9.08K
|
7.91K
$1.04M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-58- 3.1% |
$6.77K - $7.75K
|
1.81K
$239K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 3.48% |
$6.42K - $7.34K
|
1.53K
$201K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-54- 0.85% |
$6.31K - $7.21K
|
6.3K
$830K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-50- 1.64% |
$5.84K - $6.68K
|
3K
$395K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-49- 0.47% |
$5.72K - $6.54K
|
10.5K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-48- 0.35% |
$5.61K - $6.41K
|
13.6K
$1.79M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 1.07% |
$4.67K - $5.34K
|
3.68K
$485K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-34- 1.11% |
$3.97K - $4.54K
|
3.04K
$400K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 8.51% |
$3.85K - $4.41K
|
355
$46.8K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-30- 0.16% |
$3.5K - $4.01K
|
18.3K
$2.41M
|